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For Small and Midsize Businesses

You built the business.
Now it needs a system.

I help owners win new customers, follow up on every lead and put AI to work on real tasks. You get senior marketing and sales leadership without adding a full-time executive to payroll.

What the Research Says

Owners are short on time, watching cash and falling behind on AI.

26%

of small business owners say finding enough time is their top challenge. Another 26% say finding new customers keeps them up at night.

Source: SoFi survey of 515 owners, April 2026
57%

of business owners name cash flow as a top challenge, ahead of inflation at 42%.

Source: Fora Financial, 2026 Mid-Year Pulse
37% vs. <20%

AI use at firms with 250+ employees compared with firms of four or fewer. Larger firms are pulling ahead.

Source: U.S. Census Bureau, May 2026
Sound Familiar?

Growth shouldn't depend on you doing everything.

"Most of our business comes from referrals. I don't know how to get more."

How I help

We define your best customers, sharpen what you say to them and test one or two channels that fit your budget. You'll see what brings in real work.

"Leads come in and nobody follows up."

How I help

I set up a simple sales process and a CRM your team will use, with clear owners and follow-up steps. You get one view of what's coming in.

"I know we should use AI. I don't know where to start."

How I help

We pick real weekly tasks like quotes, follow-ups and content. We set simple rules, train your team and measure the time saved.

"I need help, but I can't justify a full-time executive."

How I help

Bring me in for the hours you need. I lead the work now and help you hire the right people when the numbers support it.

How I Help

Three ways I help owners.

Start with whichever problem costs you the most today.

Win More Customers

Get clear on who you serve and give them a reason to choose you.

  • 1.Positioning, message and website review
  • 2.Local, digital and referral programs
  • 3.Pricing and offer testing
  • 4.A simple marketing calendar and budget
Start Here →

Build a Sales System

Turn sales from something you do into something your team can run.

  • 1.CRM setup and cleanup
  • 2.Lead follow-up and sales steps
  • 3.Customer retention and renewals
  • 4.A dashboard you will actually check
Start Here →

Put AI to Work

Get time back on the work your team repeats every week.

  • 1.An AI-ready home for your files and know-how
  • 2.Workflows for marketing, sales and service
  • 3.Simple rules for customer and business data
  • 4.Training your team can use right away
Start Here →
Let's Talk

Let's get your business working for you.

Most work starts as a 90-day sprint, a monthly retainer or an advisory role. See ways to work together.